-58.4%
RIOT vs XLC
+40.7%
-99.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -3.8% |
| 7D | +4.8% | +3.7% | +1.1% | -2.2% |
| 30D | +16.0% | -1.9% | +17.9% | +21.8% |
| 3M | -8.8% | -3.1% | -5.7% | -3.7% |
| 6M | -29.7% | -6.4% | -23.3% | -23.5% |
| YTD | +38.3% | -6.8% | +45.1% | +51.9% |
| 1Y | +26.2% | -1.7% | +27.9% | +23.8% |
| 3Y | +79.0% | +64.7% | +14.3% | -37.0% |
| All | -58.4% | +40.7% | -99.1% | -77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded XLC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling